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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,777 | $110,303-78.4% | $95,759-75.2% | $139,487-83.0% |
| Participation rate | 90.9% | 75.7%+15.2pp | 72.3%+18.7pp | 80.3%+10.6pp |
| Annual return | 15.24% | 27.19%-12.0pp | 28.42%-13.2pp | 373.84%-358.6pp |
| Employer contribution / active EE | $6,270 | $3,261+92.3% | $2,836+121.0% | $4,755+31.9% |
| Participant deferral / active EE | $5,157 | $4,674+10.3% | $4,244+21.5% | $6,713-23.2% |
| Admin fee / account holder | $165 | $6,615-97.5% | $5,678-97.1% | $11,407-98.6% |